Alec

Not true.

So whether you're receiving an inheritance or you've had a big win on the weekend, knowing what to do when you receive a large lump sum of money is an important question.

And we've got an advisor in the studio today to help us understand it and help us navigate it and know what to do in those moments.

Dylan Pajita-Green, welcome back to Equity Mates.

Thanks for having me, boys.

Good to be back, as always.

Now, Dylan, you have been on the show a number of times.

You were king of the case study for a while.

A veteran of the case study.

But you've leveled up recently.

You're no longer king of the case study.

You're now king of the Claude calculator.

Because you traditionally brought in a case study in PDF that would include a link in the show notes too.

But for this episode, you've got an interactive calculator where people can put their lump sums in and then assess different...

Bryce, have you put your big win on the weekend through the calculator yet?

I'm waiting for this conversation.

All right.

Well, let's turn to windfalls or suddenly having money.

And the mind instantly jumps to inheritance or winning the lotto.

But that's not the only way that a large lump sum can suddenly appear in your life.